Client Services Associate Salaries in Greenbrae, CA

Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.

$27.38 - $39.12 an hour

Foster a friendly, open and inviting environment for all in-store guests. Connect with in-store clients and develop and retain a following of repeat clients to…

$17.50 - $18.00 an hour

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

2 days ago

Strong operational and client service skills. Undergraduate degree or equivalent practical experience. A client-centric mindset and consistently acts in the…

$90,000 - $105,000 a year

8 days ago

Proficiency in Excel, Outlook, CRM tools, and money movement processes. Execute cash management activity, including wires, ACHs, and security transfers.

$80,000 - $90,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $45 an hour